Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Mannino is an investment advisor representative with Truist Advisory Services, Inc. in Wilmington, NC. Diane has been in the industry since 2002 and has a strong track record of providing investment advice to both individuals and businesses. Diane is registered with FINRA and holds the Series 7, 6, and 66 licenses, in addition to the SIE license. She has also been registered to offer investment advice in 53 states and the District of Columbia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
03/02/2021 - Present
Truist Advisory Services, Inc. (WILMINGTON NC)
VA
05/23/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
03/25/2017 - 05/08/2018
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
01/14/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
02/26/2002 - 12/22/2015
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 09/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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